Multi-Asset Class Investing: Part 3 – Knitting Together an Attribution

…after- returns of the notional portfolio achieved by executing that step’s process. An example of a typical process-based attribution might appear as below: Going a step further, individual efforts can be further decomposed using step-specific methods: e.g., strategy- or decision-based techniques. CONCLUSION Our previous examinations of the Multi-Asset Class phenomenon considered motivations, benefits, and practices of MAC investing that distinguish…

Solving for Scale: Transforming Investment Operations to Meet Rapid Growth

…instances where an all-in technology view has been taken. Research has indicated that IT expenditures and top performers need not necessarily go hand in hand. In a large study of the financial results of 7,500 U.S. companies, the top performers tended to be among the most tightfisted. The 25 companies that delivered the highest economic returns, for example, spent on…

Natural Allies: Investment Performance and the Data Office

…Investment Performance and its associated Data transformations, we routinely have the opportunity to examine the inputs and outputs of many Investment Performance departments. Our consultant practice has both Data and Performance experts that routinely intersect. Let’s examine a small sampling of actual client use cases that reinforce the synergies and opportunities of a Performance-first approach to common Data Governance priorities….

Data & Technology Management

and integration of AI-based applications to complete data platform transformations. Our focus on applications, architecture, functions, and service improvements is geared to drive operational efficiency, adoption of transformative technologies, and promote business innovation. Our industry expertise, combined with Meradia’s digital tools, analytical frameworks, and project accelerators, ensures that the solutions we propose and implement go beyond merely meeting requirements —…

Recap: 2024 Investment Data and Analytics Symposium

…era, marked by the convergence of artificial intelligence, near-infinite computing, and our insatiable need for data, it is timelier than ever. These technologies are not just reshaping the financial industry; they fundamentally alter our pathways to success. The implications for our industry are profound, and the discussion focused on the critical components of data strategies intended to drive data and

A Business Case for Fractional Performance Oversight

Investment performance is part performance methodology, part attribution, part regulatory and compliance, part GIPS compliance, part operating model, and part senior management reporting. Add a complex array of data and technology demands and you have a difficult equation to solve. The different skill sets involved make Head of Performance roles difficult to fill. Even the most experienced, credentialed, well-rounded, cape-wearing…

Demystifying Sleeve-Level Reporting: Creating Operational Efficiencies While Satisfying Demand for Accuracy and Transparency

…operating model. However, this approach may cause significant hurdles when it comes to client reporting and Global Investment Performance Standards (GIPS®) composite reporting. This article dives into the concept of sleeves – what they are, why they exist, common performance reporting problems and how one technology provider aims to address these challenges. by Tina M. Madel, CFA, Wealth Practice Lead…

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